One of my favorite activities is to scout for and look at new offerings in investing, money management and advice to see how I feel as a user. It’s a particularly rewarding exercise to try to back into what it would look like in an idealized state for me personally to engage enthusiastically with it.

Why enthusiastically?  Isn’t it enough to just engage?

Continue reading “A Path of Promise- How to Make Money Fun”

 

Like many other people, I have always been firm in the belief that financial education is one of those obvious good things that everybody needs to have access to. This belief has also resulted in the somewhat unconscious conclusion in my mind that once people have access to financial education, then this must logically lead to better decisions and financial behaviors on their part. So we should all support more financial education and for more people, right?

Continue reading “Motherhood and Apple Pie – but Not Financial Education?”

 

Ever wonder why women love “retail therapy”? I have. I’m not a big shopper, and yet I find myself drawn to a well-laid out retail store just for stress relief and some visual treats of rows upon rows of neatly arranged stuff to rest my eyes on. Regardless of whether I buy or not, I always leave feeling better: about myself, my future and the world in general.

Continue reading “The Magic of Retail Therapy- Five Lessons from Retail for Financial Services”

 

In the course of my work I come across a lot of research into the topics I care about: money, women and innovation. While many of the pieces are outstanding in terms of the diligence, few make me sit up for the sheer breadth and fresh insight they bring into a better understanding of an old problem. I recently ran across a research piece that had precisely this effect. 

Continue reading “Decoding the Female Financial Mind for Fun and Profit”

 

At first glance, the investment and wealth management business and gaming seem to be almost as far apart as two industries can be. One could argue that investing and wealth management are absolutely vital to long-term well-being, and not just financial well-being, either.

There is a lot of science to wealth management and investing. Lastly, wealth management is a lot older and more well-established than certainly the digital gaming business.

Continue reading “Three Lessons from Gaming”